See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,942 | $90,600-64.7% | $79,464-59.8% | $135,375-76.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 72.46% | 977.43%-905.0pp | 718.14%-645.7pp | 519.73%-447.3pp |
| Employer contribution / active EE | $7,050 | $3,068+129.8% | $2,800+151.8% | $4,779+47.5% |
| Participant deferral / active EE | $7,013 | $4,050+73.2% | $3,704+89.4% | $5,609+25.0% |
| Admin fee / account holder | $6 | $5,907-99.9% | $5,113-99.9% | $10,827-99.9% |